AI Holders Summary · Q2 2026

162 institutions reported LGOV in Q2 2026. LPL Financial LLC leads at 20.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$89M4.1M0.02%Q2 2026 02

ROYAL BANK OF CANADA

CIK 0001000275

$45M2.1M0.01%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$39M1.8M0.00%Q2 2026 04

GDS Wealth Management

CIK 0001940869

$24M1.1M1.16%Q2 2026 05

CITADEL ADVISORS LLC

CIK 0001423053

$23M1.1M0.00%Q2 2026 06

Stratos Investment Management, LLC

CIK 0001707206

$22M1.0M0.79%Q2 2026 07

Walkner Condon Financial Advisors LLC

CIK 0001817494

$20M937K2.30%Q2 2026 08

STEPHENS INC /AR/

CIK 0000757657

$19M873K0.21%Q2 2026 09

Cetera Investment Advisers

CIK 0001666741

$18M834K0.02%Q2 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$18M827K0.00%Q2 2026 11

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$17M807K0.04%Q1 2026 12

Integrated Wealth Concepts LLC

CIK 0001737109

$17M790K0.08%Q2 2026 13

Atria Wealth Solutions, Inc.

CIK 0001927543

$14M663K0.32%Q2 2025 14

Concurrent Investment Advisors, LLC

CIK 0002001015

$12M572K0.10%Q2 2026 15

Financial Enhancement Group LLC

CIK 0001641438

$11M495K1.26%Q2 2026 16

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$10M460K0.00%Q2 2026 17

Csenge Advisory Group

CIK 0001715593

$10M458K0.40%Q2 2026 18

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$9M434K0.01%Q2 2026 19

Anderson Financial Strategies, LLC

CIK 0002018166

$8M369K4.03%Q2 2026 20

Tidemark, LLC

CIK 0002009591

$8M351K1.69%Q2 2026

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